+25.7%
RDW vs VNQ
+7.2%
+18.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.6% |
| 7D | +0.9% | -1.3% | +2.1% | +1.4% |
| 30D | -21.3% | -2.6% | -18.7% | -20.5% |
| 3M | -37.9% | -2.0% | -35.8% | -38.9% |
| 6M | +12.3% | +4.3% | +7.9% | -2.1% |
| YTD | +39.7% | +9.2% | +30.5% | +12.8% |
| 1Y | +25.7% | +5.6% | +20.1% | +6.8% |
| All | +25.7% | +7.2% | +18.4% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VNQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling